SENIOR FINANCIAL PLANNER: Fiduciary Trust
Team: Financial Planning
Role: Senior Financial Planner
Reports to: Director of Financial Planning
PRIMARY RESPONSIBILITIES
- Deliver customized financial plans to clients.
- Collaborate with Financial Planners on plan design and presentation.
- Collaborate with Director of Financial Planning to ensure consistent client experience.
- Review financial plans prepared by Financial Planners.
- Prepare financial plans as appropriate, including in-depth analysis of client goals and designing scenarios for presentation.
- Respond to inquiries from internal colleagues.
- Assist in the training of internal colleagues on financial planning topics.
- Participate in the ongoing evaluation of external software and updating of internal tools.
- Participate in prospect client meetings as requested (either in person or by providing materials).
- Author thought leadership for client distribution.
- Stay up-to-date on current thinking regarding planning topics.
REQUIRED SKILLS AND QUALIFICATIONS
- Extensive experience (i.e., 5 years or more) providing financial planning advice to affluent clients with complex financial profiles.
- Bachelor’s degree required with strong academic credentials.
- CFP designation or CPA required. JD, MBA or other advanced credential a plus.
- Deep understanding of goals based planning along with all facets of planning (retirement, tax, education, insurance, estate, philanthropy).
- Demonstrated ability in managing work flow.
- Proficiency in MoneyGuidePro, eMoney, Excel, NumberCruncher, Visio, and/or other financial planning related software.
- Superior attention to detail and commitment to quality.
- Excellent analytical, quantitative, organizational/management, and communication (oral and written) skills.
- Strong interpersonal skills. Energetic and collaborative working style. Enthusiasm for delivering client-centric, tailored financial plans with ability to “read” clients to optimize communication. Proven listener.
- Positive attitude. Flexible thinker.
If interested, please contact Jody King at jking@fiduciary-trust.com